11th Annual · October 16, 2026
Our Sponsors
The Gaillard Center · Charleston, South Carolina
2026 Sponsors
The Partners Who Make It Possible
The Strategic Investment Symposium would not be possible without the generous support of our sponsors. Their commitment to developing the next generation of financial leaders — and their investment in the College of Charleston's mission — makes every keynote, panel, and networking opportunity a reality. We are proud to partner with organizations that share our belief in the power of education, mentorship, and industry connection.
Title
Title Sponsor
To Be Announced
Title sponsorship announcement coming soon
Interested in becoming the title sponsor? Contact us to learn about our premier sponsorship package and exclusive visibility with 300+ finance students, alumni, and industry professionals.
Platinum
Platinum Sponsors
Pimco
When Geopolitics Becomes an Economic Input
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested investment process are designed to help give our clients an edge as they pursue their long-term goals.
Gold
Gold Sponsors
Swan Global Investments
Leaders in Options Strategies Since 1997
At Swan Global Investments, everything we do, from our investment philosophy to our process and investment decisions, is to serve the best interests of long-term investors. Founded in 1997 by Randy Swan, a life-long investor and experienced risk manager, the firm began as an independent RIA seeking to provide investors with strategies that would directly address market risk while pursuing long-term growth. These entrepreneurial roots and independent spirit still run deep within our firm today as we seek to provide innovative solutions to investor challenges. Our guiding ALWAYS INVESTED and ALWAYS HEDGED investment philosophy drives our distinct goals-based, hedged equity approach, which seeks long-term growth of capital while always mitigating the risk of large losses—two keys to long-term investment success.
Ivy Asset Group
A Family of Private Credit Funds
Founded in 2009, Ivy Asset Group is a private credit manager with a proven track record and focus on direct lending solutions. Since inception, the firm has successfully deployed over $1.7B of debt capital to corporate borrowers in the United States and Canada, with transactions traditionally ranging from ~$3 – $30MM. By providing tailored credit solutions outside of the traditional banking model, Ivy has established itself as a trusted lender for operating businesses. Our executive teams extensive experience and relationships in the industry allows for proprietary deal flow creating a diverse investment portfolio with strong asset coverage. For over a decade, Ivy’s flexible credit strategy has provided investors with consistent risk-adjusted returns. The firm’s multidisciplinary approach to underwriting and investing, leverages our strength in private wealth channels and provides institutional-quality solutions to meet the growing market demand for access to private credit diversification.
United Bank
Financial Services
Excellence in Service United Bank is the community bank for the markets we serve. We offer local decision-making and the personalized service our customers have come to expect since 1839, with the insights, technologies, products, and services of a large bank - and a deep commitment to the communities in which we operate. United Bank isn't just growing to get bigger. We are growing to satisfy the continued demand for a bank that focuses on service. We are committed to developing long-term personal relationships with every customer we serve. Our flexible, local decision-making approach enables our team to create customized solutions to help United customers grow and thrive. With more than 240 locations and over 2,700 employees, our experienced leadership, consistent performance, and focus on relationships make United the bank of choice for the customers, investors, team members, and communities we serve. United is committed to serving its communities and its customers with safe, sound, and secure practices - backed by strong earnings, sound asset quality, and strong capital - that have allowed us to weather any storm for more than 187 years. Because of this, our employees, customers, shareholders, and communities can rely on us to be their banking partner for decades to come.
Exhibitors
Exhibitors
Dimensional Fund Advisors
The Scientific Pursuit of a Better Way to Invest
The assets we manage represent more than shares in a portfolio. That money represents the savings, sacrifice, and dreams that investors have entrusted to us. We take this responsibility seriously. Founded in 1981, Dimensional has a long history of applying academic research to practical investing. We offer a full range of equity and fixed income strategies designed to target higher expected returns.
Goldman Sachs
Global Investment Banking, Securities, and Investment Management
We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence.
Global X
Empowering Investors with Unexplored and Intelligent Solutions
Global X ETFs was founded in 2008 to provide investors with innovative, research-driven investment solutions. As a wholly owned subsidiary of Mirae Asset Global Investments, the firm manages a global suite of over 100 targeted strategies. Global X is a pioneer in thematic investing, providing precise exposure to disruptive technologies, macro trends, and core income solutions.
Fidelity
To Invest Is To See Life
Our goal is to strengthen and secure the financial wellbeing of our customers. We do this by providing exceptional customer service, investment choice, and innovative solutions, all delivered within a personalized experience.
CFA Society South Carolina
Investment Management and Financial Services
CFA Society South Carolina promotes the highest ethical standards and professional excellence within the local investment community. CFA Society South Carolina is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that has served CFA® charterholders and CFA® Program candidates locally since 2001. CFA Society South Carolina has over 230 members and is a member society with CFA Institute. Our members are part of a global network of more than 190,000 finance and investment professionals in more than 160 countries and territories. Our goal is to make a difference in the future of the profession at local level.
Bronze
Bronze Sponsors
Orion
AI-Native Platform For Advisors. Infinite Possibilities.
Prospect. Plan. Invest. Achieve. Our vision is driven by four pillars of success — Prospect, Plan, Invest, Achieve — that will lead your firm to build a long-lasting, future-ready business.
JonesTrading
Committed to every client’s performance – every day
JonesTrading has a single focus: securing performance for our clients. Our collegial culture recognizes individual excellence and performance, a balance between work and life allows our employees to focus on results. We welcome inquiries from professionals who can build on our tradition.
Sponsorship Opportunities
Become a Sponsor
Gain premium visibility among 300+ influential finance professionals, investors, executives, and rising industry talent - all in one day.
Join Us
Ready to Attend?
Register today and join 300+ students, alumni, and industry professionals at the 11th Annual Strategic Investment Symposium.